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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,899 | $49,177-37.2% | $79,467-61.1% | $64,173-51.9% |
| Participation rate | 51.3% | 65.0%-13.7pp | 73.3%-22.1pp | 69.6%-18.3pp |
| Annual return | -5.89% | -1.16%-4.7pp | 718.30%-724.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $989 | $2,821-64.9% | $3,704-73.3% | $3,470-71.5% |
| Admin fee / account holder | $3,985 | $3,839+3.8% | $5,104-21.9% | $4,887-18.5% |